Carmignac Gestion’s ENVESTNET, INC. ENV Stock Holding History

Carmignac Gestion’s Portfolio ENV Stock Details ENV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-134,558	Closed	-$8.43M	–	194
2024 Q3	$8.43M	Buy	+134,558	New	+$8.39M	0.14%	72

Other funds holding ENV

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Carmignac Gestion's ENV Position: Q4 2024 in Review

Carmignac Gestion sold out of ENVESTNET, INC. (ENV) in Q4 2024, closing a stake of 134,558 shares — an estimated $8.43M sold.

Carmignac Gestion first reported a position in ENV in Q3 2024 and held it in 1 quarter. The position peaked at $8.43M in Q3 2024. 1 fund tracked by Wall St. Rank holds ENV as of Q4 2024.

Carmignac Gestion reported no remaining ENVESTNET, INC. position as of Q4 2024 after selling out during the quarter.
Carmignac Gestion sold 134,558 ENVESTNET, INC. shares in Q4 2024, an estimated $8.43M.
Carmignac Gestion first reported a position in ENVESTNET, INC. in Q3 2024 and held it in 1 quarter.
Carmignac Gestion's ENVESTNET, INC. position peaked at $8.43M in Q3 2024.
1 fund tracked by Wall St. Rank held ENVESTNET, INC. as of Q4 2024.

Based on Carmignac Gestion's 13F filing for Q4 2024, filed 13 Feb 2025.